Overview
Assets Under Management: $194 million
High-Net-Worth Clients: 48
Average Client Assets: $3.7 million
Frequently Asked Questions
TRUEHAND, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123282), TRUEHAND, INC. is subject to fiduciary duty under federal law.
TRUEHAND, INC. serves 48 high-net-worth clients according to their SEC filing dated March 18, 2018. View client details ↓
According to their SEC Form ADV, TRUEHAND, INC. offers portfolio management for individuals. View all service details ↓
TRUEHAND, INC. manages $194 million in client assets according to their SEC filing dated March 18, 2018.
According to their SEC Form ADV, TRUEHAND, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.57%
Average Client Assets: $3.7 million
Total Client Accounts: 86
Discretionary Accounts: 83
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 123282
Filing ID: 1193243
Last Filing Date: 2018-03-18 16:39:00